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Remote Financial Planner Jobs in Oregon (NOW HIRING)

Destinationpet

Financial Analyst, Operations Support

OR · On-site +1

$85K - $90K/yr

Remote REPORTS TO :Manager/Director, Operation Support PAY: $85K - $90K / salary CORE ... Identifymanual work in the planning and reporting process andeliminateit through better model ...

Thrivent Financial

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro and Morningstar ...

Planet

FP&A Revenue Manager

OR · On-site +1

The ideal candidate possesses a mix of analytical rigor, financial planning expertise, and cross ... This is a full-time, remote position based in the United States. If located near an office, you are ...

Cresta

Finance Manager

OR · On-site +1

$140K - $170K/yr

You'll work directly with our Sr. Director of FP&A with high visibility into company leadership ... Remote-first culture with opportunities for in-person collaboration * Professional development ...

Armada

Finance Manager

OR · On-site +1

$121K - $154K/yr

Location. This role is remote-based on the continental US. What You'll Do Cross-Functional ... Own financial planning for key functions, with a primary focus on R&D, including budgeting ...

DataAnnotation

FP&A Manager - AI Trainer

Portland, OR · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Human Interest

Financial Systems Manager

OR · On-site +1

Sitting at the intersection of Accounting, FP&A, Procurement, and Engineering, you'll be the ... This role is remote within the U.S. and partners closely with our San Francisco office. Our team ...

Wedgewood Pharmacy

Senior Demand Planner Supply Chain

OR · On-site +1

$80K - $110K/yr

Swedesboro, NJ hybrid or remote options Job Type: Full Time Compensation: This is an exempt role ... Ensure alignment between demand plans, financial forecasts, and operational constraints.

OfficeSpace Software

Strategic Finance Associate

OR · On-site +1

This is a remote role. We are seeking a high-performing Strategic Finance Associate within our ... end-to-end financial planning process and driving the analytical rigor that shapes leadership ...

PointClickCare

Strategic Finance Analytics Manager (Canada)

OR · On-site +1

$105K - $138K/yr

Partner with FP&A and Sales Ops to integrate pricing and profitability analytics into the forecast ... Remote #LI-TW1 PointClickCare Benefits & Perks: Benefits starting from Day 1! Retirement Plan ...

CFS

Senior Manager, Strategic Finance

Portland, OR · Remote

$150K - $165K/yr

Unlike traditional FP&A roles focused on routine budget maintenance, this position concentrates on ... Ability to work effectively in a fully remote environment. Compensation & Benefits * Base Salary ...

Human Interest

Strategic Finance Manager

OR · On-site +1

Serve as the FP&A Lead for CS & IT: Act as the dedicated strategic financial advisor for both orgs ... Experience working in remote environments. Why you will love working at Human Interest Human ...

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

... PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment Eligibility: $250-$1,000 after ...

InsuraTec

Sales Representative (Remote)

Keizer, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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Showing results 21-40

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Oregon

Remote Financial Planner information

See Oregon salary details

$53.4K

$102.2K

$147.5K

How much do remote financial planner jobs pay per year?

As of Sep 15, 2026, the average yearly pay for remote financial planner in Oregon is $102,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $107,800.00 per year, depending on experience, location, and employer.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

What are the key skills and qualifications needed to thrive as a remote financial planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is the difference between Remote Financial Planner vs Remote Financial Advisor?

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

What are the most commonly searched types of Financial Planner jobs in Oregon?

The most popular types of Financial Planner jobs in Oregon are:

What are popular job titles related to Remote Financial Planner jobs in Oregon?

For Remote Financial Planner jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Oregon look for?

The top searched job categories for Remote Financial Planner jobs in Oregon are:

What cities in Oregon are hiring for Remote Financial Planner jobs?

Cities in Oregon with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Oregon as of September 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,219 per year, or $49.1 per hour.

Financial Analyst, Operations Support

OR • On-site, Remote

Destinationpet
See more jobs at Destinationpetexternal

$85K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Welcome to Destination Pet. We are One Pack- a united team working together to elevate the love and lives of pet families. Our pet-obsessed professionals create a connected care network of trustworthy partners who bring creative innovation every day. We are revolutionizing the pet industry. Join us!

This is a consulting seat inside the operating business.
Operations Support exists to make operators better at running their locations. This role bringsfinancial lensestothat work. You will sit alongside operations leadership as a strategic advisor, translating financial results into the operational decisions that produced them and the ones that should follow.
That means owning the operating forecast for a portfolio of locations, but the forecast is the starting point, not the deliverable. The value you create is in the conversationafter:this margin moved because of that staffing decision, this location's rate structure is leaving money on the table, this initiative will pay back in seven months if we sequence it this way.
We are also rebuilding how planning gets done. AI is being integrated into forecasting, variance analysis, and reporting workflows, and it is already how the team works day to day. If you tend to automate the work you would otherwise repeat, you will have room to do that here.

We are looking to add aFinancialAnalysttoour team!

LOCATION:Remote

REPORTS TO:Manager/Director, Operation Support

PAY:$85K - $90K / salary

CORE RESPONSIBILITES:

Strategic consulting to operations

  • Serve as the finance partner to a group of operating leaders,the person they call beforemaking a decisionrather thanafter

  • Connect financial results to the operational levers behind them: staffing and scheduling, capacityutilization, pricing and rate structure, service mix, retention

  • Diagnose variances to operational root cause and bring a recommended actionrather than onlyan explanation of thevariance

  • Pressure-test growth initiatives, capital requests, and new service offerings with clear, defensible economics.

  • Build financial fluency in the operators you support, so better decisions get made without you in the room

Forecasting and planning

  • Own the monthly and quarterly operating forecast for an assigned portfolio, including revenue drivers, labor, and controllable expense

  • Build andmaintaindriver-based models grounded in operating metricssuch asvolume, capacity, rate,andmix rather than historical trend

  • Lead forecast review conversations: what changed, why, and what it means for the business.

  • Support the annual budget and long-range planning cycles

Reporting andAutomation

  • Build and improve recurring reporting and executive materials that operators and leadershipactually useto run the business

  • Identifymanual work in the planning and reporting process andeliminateit through better model design or AI-assisted workflows

REQUIREMENTS:

Education & Experience:

  • 2-3years in FP&A, corporate finance, investment banking, transaction advisory, or a comparable analytical role

  • Advanced Excel.Strong financial modeling skills and genuine fluency. You can build a model someone else can pick up and use

  • Strong PowerPoint.You can turn an analysis into a clear, well-built deck for an operating or executive audience without significant rework

  • The ability to trace a financial outcome back to the operational decisions that caused it, and to explain that chain to a non-financial operator clearly and without condescension

  • Comfort working with imperfect data and the judgment to know when a number is good enough to act on

  • Curiosity about AI and automation, anda track recordof teaching yourself tools rather than waiting to be trained

  • Directness.You will be asked what you think, and the expectation is that youanswer.

Preferred Skills

  • Experience in multi-unit or multi-site operationssuch asretail, healthcare, hospitality, restaurants,orservices

  • Exposure to Power BI, Tableau, or similar

  • Experience with Planful or another FP&A planning platform such as Anaplan, Adaptive Insights, or Vena

  • Experience with acquisition integration or standing up reporting for newlyacquiredlocations

  • Practical experience applying AI tools to finance or planning workflows

What Success Looks Like

By90 days:You own yourportfolio'sforecast independently, and operators come to you directly rather than through your manager.

By 6 months:Operators are bringing you decisions before they make them.You'veeliminatedmeaningful manual effort from at least one recurring process.

By 12 months:You'vemeasurably influenced operating performance in yourportfolioandchanged how the broader team connects financial results to operational action.

Why This Role

  • Influence, not reporting.You are positioned as an advisor to the operators, with a seat at the decision rather than a summary of it after the fact.

  • Real scope.Ownership of a portfolio from day one, in a business growing both organically and through acquisition.

  • Visibility.You willpresent tosenior leadership early and often. Your work will not be relayed upward by someone else.

  • A team investing in how it works.We are actively building AI into our planning and reporting stack. You will help shape that, not inherit it.

  • A clear path forward.This role is designed as a step toward Senior Analyst and beyond, in a finance organization that is still growing.

PERKS:

  • Health, vision, dental, long & short-term disability, and Life insurance

  • A Startup mentality company with stable funding

  • 401k match

  • Pet Care discounts

  • Flexible Time Off

  • Opportunity to grow your career with a network of like-minded professionals

Destination Pet LLC affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, age, disability or any other characteristic protected by federal, state or local law. Equal Opportunity Employer Minorities/Women/Veterans/Disabled.
Destination Pet LLC endeavors to make our employment website and application process accessible to all users and applicants. In doing so, we provide reasonable accommodations to applicants with disabilities. If you have a disability and require a reasonable accommodation or assistance completing the application process, please contact a member of our recruitment team.
At Destination Pet, we're all about creating a workplace that's bursting with diversity and inclusivity. We don't play favorites or judge folks based on skin color, religion, gender, age, disability, or any other protected characteristics. Our hiring decisions are solely based on what you can bring to the team. So, we're throwing the door wide open for all like-minded candidates who believe in celebrating and honoring diversity and inclusion. Ready to join our pack?

Apply